V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.91B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.63M
3
+$2.41M
4
WMB icon
Williams Companies
WMB
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.28M

Top Sells

1
+$2.86M
2
+$1.81M
3
+$1.75M
4
EPD icon
Enterprise Products Partners
EPD
+$1.59M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Financials 5.02%
2 Technology 4.42%
3 Healthcare 3.8%
4 Energy 3.44%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$682K 0.01%
10,216
+167
427
$678K 0.01%
20,988
-2,685
428
$671K 0.01%
6,617
-434
429
$668K 0.01%
5,033
-1,209
430
$664K 0.01%
3,788
-2,674
431
$661K 0.01%
12,377
-4
432
$657K 0.01%
6,554
-1,855
433
$655K 0.01%
8,889
-715
434
$651K 0.01%
1,663
+17
435
$650K 0.01%
3,466
+51
436
$641K 0.01%
18,258
+398
437
$639K 0.01%
11,627
+1,089
438
$636K 0.01%
7,025
+31
439
$634K 0.01%
14,089
-6
440
$629K 0.01%
3,914
-707
441
$626K 0.01%
14,590
-3,396
442
$621K 0.01%
31,242
+1,428
443
$618K 0.01%
6,935
-161
444
$610K 0.01%
19,615
-653
445
$606K 0.01%
4,147
+324
446
$597K 0.01%
28,181
-2,046
447
$590K 0.01%
4,029
-73
448
$589K 0.01%
5,326
+3,190
449
$588K 0.01%
30,870
+207
450
$588K 0.01%
12,452
+97
16 17
18
19 20